CYPRESS POINT INVESTMENT MANAGEMENT LP
13F Reported Value
ⓘ$551.7M
Holdings
33
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CYPRESS POINT INVESTMENT MANAGEMENT LP disclosed 33 positions worth $551.7M in its Form 13F-HR for Q2 2026, led by $BAND (Bandwidth Inc.) at 8.9% of the equity portfolio, followed by $SRAD and $QTWO. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $COUR and a full exit from $UDMY. The portfolio is most concentrated in Technology (80.0% of disclosed assets). All figures are sourced directly from CYPRESS POINT INVESTMENT MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 2058475.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 49.4#1,663
Quality
$49.1M775,581 sh - —
Quality
$29.9M1,994,698 sh - 63.8#589
Quality
$26.4M548,929 sh - 36.7
Quality
$25.7M4,551,747 sh - —
Quality
$25.2M4,151,812 sh - 68.6
Quality
$25.1M2,481,388 sh - 39.5
Quality
$24.4M14,297,425 sh - 54.9
Quality
$23.7M93,160 sh - 44.4
Quality
$21.5M1,266,790 sh - 69.6
Quality
$21.3M881,115 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bandwidth Inc.$BAND | 49.4#1,663 | $49.1M | 775,581 |
 Sportradar Group AG$SRAD | — | $29.9M | 1,994,698 |
 Q2 Holdings, Inc.$QTWO | 63.8#589 | $26.4M | 548,929 |
 Coursera, Inc.$COUR | 36.7 | $25.7M | 4,551,747 |
 Genius Sports Ltd$GENI | — | $25.2M | 4,151,812 |
 Freshworks Inc.$FRSH | 68.6 | $25.1M | 2,481,388 |
 Blend Labs, Inc.$BLND | 39.5 | $24.4M | 14,297,425 |
 Snowflake Inc.$SNOW | 54.9 | $23.7M | 93,160 |
 SentinelOne, Inc.$S | 44.4 | $21.5M | 1,266,790 |
 Paymentus Holdings, Inc.$PAY | 69.6 | $21.3M | 881,115 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CYPRESS POINT INVESTMENT MANAGEMENT LP's 33 positions.
Showing top 10 of 33 holdings.
Sector Allocation
Technology
$441.3M
Communication Services
$44.1M
Industrials
$34.4M
Real Estate
$13.2M
Consumer Discretionary
$10.1M
Financials
$8.7M
Full Holdings — CYPRESS POINT INVESTMENT MANAGEMENT LP (Q2 2026)
All 33 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BAND | Bandwidth Inc. | $49.1M | 8.9% | -51% | 49.4 |
| 2 | $SRAD | Sportradar Group AG | $29.9M | 5.4% | +21% | — |
| 3 | $QTWO | Q2 Holdings, Inc. | $26.4M | 4.8% | +12% | 63.8 |
| 4 | $COUR | Coursera, Inc. | $25.7M | 4.7% | NEW | 36.7 |
| 5 | $GENI | Genius Sports Ltd | $25.2M | 4.6% | +5% | — |
| 6 | $FRSH | Freshworks Inc. | $25.1M | 4.5% | -2% | 68.6 |
| 7 | $BLND | Blend Labs, Inc. | $24.4M | 4.4% | -2% | 39.5 |
| 8 | $SNOW | Snowflake Inc. | $23.7M | 4.3% | +49% | 54.9 |
| 9 | $S | SentinelOne, Inc. | $21.5M | 3.9% | -6% | 44.4 |
| 10 | $PAY | Paymentus Holdings, Inc. | $21.3M | 3.9% | +5% | 69.6 |
| 11 |  $TTAN | ServiceTitan, Inc. | $21.2M | 3.9% | -26% | 49.2 |
| 12 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $20.8M | 3.8% | +6% | 59.4 |
| 13 |  $U | Unity Software Inc. | $19.7M | 3.6% | +812% | 38.9 |
| 14 |  $DKNG | DraftKings Inc. | $18.9M | 3.4% | +148% | 60.4 |
| 15 |  $FROG | JFrog Ltd | $17.3M | 3.1% | -59% | — |
| 16 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $17.0M | 3.1% | NEW | 38.6 |
| 17 |  $ESTC | Elastic N.V. | $15.6M | 2.8% | -12% | 55.5 |
| 18 |  $COMP | Compass, Inc. | $13.2M | 2.4% | +39% | 61.2 |
| 19 |  $AKAM | AKAMAI TECHNOLOGIES INC | $13.2M | 2.4% | +15% | 59.5 |
| 20 |  $DT | Dynatrace, Inc. | $12.7M | 2.3% | -5% | 64.4 |
| 21 |  $SAIL | SailPoint, Inc. | $12.6M | 2.3% | +63% | 49 |
| 22 |  $VERX | Vertex, Inc. | $10.9M | 2.0% | +78% | 57.5 |
| 23 |  $PL | Planet Labs PBC | $10.4M | 1.9% | -27% | 38.4 |
| 24 |  $W | Wayfair Inc. | $10.1M | 1.8% | -2% | 43.8 |
| 25 |  $DDOG | Datadog, Inc. | $8.8M | 1.6% | -71% | 71.4 |
| 26 |  $MDB | MongoDB, Inc. | $8.7M | 1.6% | -20% | 68.8 |
| 27 |  $SOFI | SoFi Technologies, Inc. | $8.7M | 1.6% | +77% | 62.4 |
| 28 |  $CVLT | COMMVAULT SYSTEMS INC | $8.6M | 1.6% | NEW | 62.3 |
| 29 |  $NCNO | nCino, Inc. | $8.0M | 1.5% | +79% | 60.9 |
| 30 |  $ADSK | Autodesk, Inc. | $7.9M | 1.4% | NEW | 78.6 |
| 31 |  $VEEV | VEEVA SYSTEMS INC | $6.8M | 1.2% | NEW | 77.6 |
| 32 |  $NET | Cloudflare, Inc. | $6.5M | 1.2% | +6% | 56.4 |
| 33 |  $NBIS | Nebius Group N.V. | $1.8M | 0.3% | -76% | — |
New Positions (5)
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